Many of our clients have dedicated their lives to the education profession. Specializing in education for over 25 years, our clients benefit from our knowledge and expertise. With clients in both Oklahoma and Texas, we are very familiar with the Teachers Retirement System in both Texas and Oklahoma.

Creating & Managing Wealth, LLC. provides seminars for school employees on retirement plans and we will explain the options in plain English. The paperwork and the entire retirement process can be complicated and overwhelming. We are very familiar with not only the paperwork, but the options available that are pertinent to educators. Enjoy dinner while educating yourself on Teacher Retirement System and the options available only to you.

Click here to see our upcoming TRS workshops.

Let us assist you with Partial Lump Sum Option (PLSO) projections and other relevant matters in reaching your financial goals. Send us an email and request a non-fee based consultation today. (Info at CMW Financial)